Financial ADVSR advisor directory · SEC adviser records
Origin Investment Advisory LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Origin Investment Advisory LLC office in Florida, by city and A to Z.
The short answer
15 registered advisors work at Origin Investment Advisory LLC in Florida, out of 30 nationwide; it's the firm's number 1 state by advisors, and the most are in Sarasota (17). 14 list the CFP designation and 0 are also registered broker representatives.
Origin Investment Advisory LLC advisors by city in Florida
Every firm in Florida →Origin Investment Advisory LLC advisors in Florida, A to Z
Search by name →- Andrew J. BencivengaSarasota · Certified Financial Planner
- Peter G. BoboliaSarasota · Certified Financial Planner, Chartered Financial Consultant
- Stephanie N. CamposMiami · Certified Financial Planner
- Nycole B. FreerSarasota · Certified Financial Planner
- As'Ad GouraniSarasota
- James T. HornSarasota · Certified Financial Planner
- Grant R. MaddoxSarasota · Certified Financial Planner
- Donald D. MartiniSarasota · Certified Financial Planner, Chartered Financial Analyst
- Marcus P. MillerMiddleburg · Certified Financial Planner
- Crystal L. RauSarasota · Certified Financial Planner
- Elizabeth M. RichardsonSarasota · Certified Financial Planner, Personal Financial Specialist
- Jose V. SanchezSarasota · Certified Financial Planner
- Mantas TautkusSarasota · Certified Financial Planner
- Jiyao XuSarasota · Certified Financial Planner, Chartered Financial Analyst
- Han XueSarasota · Certified Financial Planner
Origin Investment Advisory LLC advisors in every state →Origin Investment Advisory LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Origin Investment Advisory LLC in other states
Questions
How many Origin Investment Advisory LLC financial advisors are in Florida?
15 investment adviser representatives are registered at Origin Investment Advisory LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 30 at the firm nationwide. 14 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Origin Investment Advisory LLC have the most advisors?
Sarasota, with 17. Origin Investment Advisory LLC has advisors in 1 city in Florida.
How do I check a Origin Investment Advisory LLC advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Origin Investment Advisory LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.